Maintenance in Tax 2018 2018
The details of your Agents, Contacts, Clients (AE/Series 6 & 8), and Employees (AE/Series 6 & 8) are added and updated within the Maintenance menu. Click [Alt+M] to select the Maintenance menu:
Details accessed from the Maintenance menu include:
(AE/Series 6 & 8) Standard answers 2018 2018 2018
Master Notes: refer to Master Note Index 2018 2018 2018
Practice Notes: refer to Substantiation Notes 2018 2018 2018
Other indexes include:
(AE) Returns: refer to Return Index 2018 2018
Schedule Notes: refer to Schedule Notes Index 2018 2018 2018
(AE/Series 6 & 8) Flexi Report Layouts: refer to Flexi Reports 2018 2018